# HERSHEY FINANCIAL ADVISERS, LLC

HERSHEY FINANCIAL ADVISERS, LLC of LANCASTER, PA is an SEC-registered investment adviser.

## Registration

- CRD: 149907
- Type: SEC-registered investment adviser
- SEC file number: 801-128090
- Location: 120 NORTH POINTE BLVD, SUITE 300, LANCASTER, PA, 17601
- Phone: 717-295-8888
- Latest filing: 2026-03-31
- Regulatory AUM: $151.7M
- Discretionary AUM: $150.4M
- Non-discretionary AUM: $1.3M
- Clients: 6
- Accounts: 946

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Greg Deanne Boll | CHIEF COMPLIANCE OFFICER | — |
| Matthew Dawson Berry | PARTNER | — |
| Nicholas Ryan Brightbill | PARTNER | — |
| BOLL GREG DEANNE | CHIEF COMPLIANCE OFFICER | — |
| BERRY MATTHEW DAWSON | PARTNER | — |
| BRIGHTBILL NICHOLAS RYAN | PARTNER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2005-06-23 | regulatory | FROM 1998-2001 I SOLD A NUMBER OF VIATICAL SETTLEMENTS. WHEN I STARTED SELLING THEM I WAS NOT A REGISTERED REP. IN 1998 A LARGE GENERAL AGENCY FOR FINANCIAL SERVICES IN HARRISBURG PA INVITED ME TO A MEETING INTRODUCING VIATICAL SETTLEMENTS, I WAS UNDER THE IMPRESSION THEY WERE INSURANCE PRODUCTS. AT… | Final | $225K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149907/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149907/similar
- Related entities: https://search.stillhousedata.com/firm/149907/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149907

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.